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Salesforce Visit Management

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visit management to do list attendance daily log


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1. How is user attendance tracked in the Salesforce Mobile App?
Using a QR code scanner Through manual entry By sending an email to the administrator Via the Check In/Check Out feature in Visit Management
2. What should a user do after clicking the 'Check Out' button in Visit Management?
Restart the device Nothing, the process is automatic Immediately close the app Wait for a confirmation message
3. In the Salesforce Mobile App, how can a user view the details of their visits?
In the 'Reports' section By checking the email notifications By contacting customer support Through the daily log in the Navbar
4. What type of information is displayed in the 'Accounts' section of the Appasamy Associates Sales App?
Product inventory levels Detailed financial reports Employee performance metrics Customer account information
5. Is it possible to create new orders through the Salesforce Mobile App?
Only with special permissions Yes, via the 'Orders' section Only for certain products No, it is not possible
6. What is the function of the App Launcher in the Salesforce Mobile App?
To access various applications and items To restart the app To log out of the app To change user settings
7. What action is necessary if a user cannot check in due to disabled location services?
Ignore and continue Contact the IT department Reinstall the app Enable location services as prompted
8. Can the Salesforce Mobile App be used to manage leads?
No, it is not designed for that Yes, through the 'Leads' section Only for existing customers Only with an additional plugin
9. How does the Salesforce Mobile App help in managing customer relationships?
With features like Accounts and Leads management Through automated marketing emails It does not offer customer relationship management features By providing detailed analytics
10. What is the significance of GPS tracking in Visit Management?
To accurately log user locations during check-ins and check-outs To track the movement of products For security purposes To provide navigation assistance